Client Services

Please download and print a copy of this guide as it covers all conditions and permutations for contacting prospects: --when to do it --what to say --...

A MUCH better suggestion for him is to create a folder in his email client and a rule that says If the subject is “You have a new prospect!” you ...

1. Once you receive the lead (DO NOT depend on receiving these by email as email is imperfect - check your back office frequently for new leads) 2. ...

  View the suggested timeline for following up on your prospects - this short video illustrates the process. Click Here.

If you have leads that you did not follow up with in a timely manner: It is best that you  send the booklet again and in your cover letter e...

please look here in your back office scroll to the bottom of the page for communication you can use after you send the booklet

I don’t have an office – what is the best approach for meeting people at their home?   First, be sure you use the approach, the script, that you find in o...

What to do if the prospect does not answer the phone   Solutions   Call at different times If you call Mr. Jones every day at 8 AM and he’s busy at 8 A...